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Texas Instruments (TXN) Fell Due to Quicker Recovery Expectation
Texas Instruments (TXN) stock underperformed due to investor expectations for a quicker recovery in its end markets, despite the company reporting strong results. Madison Large Cap Fund highlighted TXN as a key detractor in its Q4 2025 investor letter, noting that while the company’s markets are recovering, investors had anticipated faster growth. Despite this, 78 hedge funds held TXN in Q4 2025, an increase from the previous quarter.